Growth has come back with a vengeance in the past few weeks as macro data peaks and cyclical positioning has become extended. However, as the market enters a consolidation phase, we look to 2010 to understand how best to position portfolios.
This is not the GAAC variant
This is not the GAAC variant
This is not the GAAC variant
Growth has come back with a vengeance in the past few weeks as macro data peaks and cyclical positioning has become extended. However, as the market enters a consolidation phase, we look to 2010 to understand how best to position portfolios.